D365 PSA v3 – Resource Assignment and Booking

Now, since PSA v3 is a major shift from it’s previous version, ways to do certain things have changed. Let’s quickly look at one of the many ways to book a resource by Assigning them and then Booking them in PSA v3.

Project

I have a sample Project called Grand Chocolatiers Inc. whose Schedule looks like this (the WBS is now Schedule in PSA v3) –
project

I will now Assign and Book a Resource to show you how this is done in PSA v3.

Assigning Resources

1. Now, you don’t have any resources Assigned to the Project you just created, so let’s go to the Schedule in the Project and add a new Resource, say, Alicia Baker
addAlicia

aliciaAdded

I’ve added Alicia Baker without booking her.

2. Coming to the Team and refreshing the grid, I’ll see Alicia being Assigned the 12 Hours.

aliciaAssigned

 

Booking Resource

  1. Now, I’ll come to the Resource Reconciliation section and see how I can book Alicia on the task. I’ll select the Previous Difference in order for me to see the distribution I want to book Alicia on.
    aliciaInRecon
  2. After I double click on the Hours denoted (1), I’ll see and expanded view (2)
    expandExtension
    expandedExtension
  3. Now, if I only select the below highlighted days, I’ll be booking Alicia for those hours on the 3 selected days only
    select3Days
  4. Then, I’ll click on Extend Booking
    extendBooking
  5. Once I confirm the 3 days that I see, the resource will be booked for that time
    confirmExtension
  6. And I’ll see the updated Reconciliation View after I book the resource
    extensionCleared
  7. Now, if you check the Team or the Schedule Board, you’ll be able to see that Alicia is now Booked for the selected duration
    aliciaIsBookd

Hope that was helpful!

To read more about Reconciliation View in D365 PSA v3, refer Kuldeep Gupta‘s blog post on Reconciliation View & Scheduling a Resource in PSA v3

Cheers!

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D365 Unified Interface: Enabling embedded legacy dialogs / Advanced Find

Quite simply put, some of the embedded dialogs like the Advanced Find, Merge Records, Assign window are not by default visible on the Unified ClientnoButtons

Like when you multi-select records, you can’t see the typical Merge, Edit buttons on the ribbon.

Here’s how you enable them

System Settings

In your Web Application’s system settings, you have an option under general where you can enable these buttons in the Unified Interface

systemSettings

Now, you can retain those buttons in the Unified Interface as well

visibleButtons

Have a great time exploring Unified Interface!

Get GA version of Dynamics 365 PSA v3 from Insider program

Hi! Dynamics 365 PSA v3 just hit v3 lately and here’s how you can get it.

  1. You’ll need to be an Insider program member to be able to subscribe to the GA program.
    Dynamics Insider Program
    insider Home Scree
  2. Look for the D365 For PSA Unified Interface Program
    psaUnified
  3. Signup Link on the details section
    signUpLink
  4. Fill out the form which asks your info about the tenant details and you can get your D365 PSA v3 GA on your tenant in a day or two.
    installV3

Hope this quick one helps you. 🙂